Actionable Meeting Notes Template

Even simple meeting notes can be tough to keep track of. Our free actionable meeting notes template is the best way to track meeting minutes, assign action items, and organize your thoughts for future reference.

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Make your meetings more valuable, actionable, and efficient

There’s a running joke in the business world about the questionable value of meetings. For many, they seem to be ineffective at driving action and accountability. This meeting notes template with action items provides the structure you need to ensure every meeting results in valuable insights and action. The minutes of meeting format captures all of the relevant information. Creating tasks and subtasks from action items creates forward momentum. Using tagging and a folder keeps your meeting notes organized and close to the work. Task assignment, calendars and @mentioning create accountability for all involved. Lastly, Wrike is accessible 24/7 through both desktop and mobile, ensuring all can benefit, even if they’re on the go!

Why you need this template

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How to build an Actionable Meeting Notes Template in Wrike:

The guide will show you how to:

  • Develop a meeting agenda
  • Record all relevant meeting information
  • Share meeting notes
  • Ensure action items are followed up

Create your meetings and agenda

Start by creating a parent folder in Wrike named "Meeting minutes." Within this parent folder, create a task for each meeting you hold. Title each task with the name of the meeting and date. The description area within the task is where you’ll structure your agenda. Begin by writing:

  • Meeting name
  • Date
  • Location
  • All Invited and/or in attendance

Make sure to tag your meeting notes into any project folders that the meeting is related to for easy access and context.

Craft your agenda

What is the purpose of this meeting? Be specific. Create a new heading for the meeting agenda. List any objectives or main talking points. Click in the task description to bring up formatting tools. Click on the tasklist icon to create a checkbox next to each agenda item. As you conduct your meeting, check off each item to ensure it was properly covered.

Recording the meeting minutes

Create a new header for the meeting minutes. Divide it into four sections:

  • Discussion topics
    Summarize all relevant discussion points here. List any opportunities, issues, or concerns.
  • Main takeaways
    What were the main insights? Were any key decisions made? Record those details here.
  • Action items
    What needs to be done now? Who is responsible? Identify next steps, who's completing them, and when they should be done by. After the meeting concludes, use this section to create and assign tasks to specific team members.
  • Follow-up
    Write the next meeting date or milestone here. It’s important to set a time to reconvene to ensure progress and follow-through.

Filter meetings through specific custom fields

To track specific tags for your meetings, like location, chairperson, and other details, you can use custom fields.

When data is entered in a custom field, it’s visible in the Table view, Task view, and folder and project info panels. Use share settings to keep custom field data private, or share fields with teammates to keep everyone on the same page.

To create a custom field

  1. Select a folder or project from the left navigation panel in the workspace.
  2. Switch to Table view.
  3. Click the + sign that appears on the right side of the table.
  4. Type in a name for your new field and press Enter on your keyboard.
  5. Specify field properties on the pop-up that appears. You have options to:

     

    • Edit the field name
    • Choose a field type
    • Select where to apply your custom fields
    • Designate who the field should be shared with

       

  6. Click Save.

Once you've built your custom fields, view your archive of meetings using the Table view to see all the details in a familiar spreadsheet layout.

Turn action items into tasks

  1. Using the action items in your meeting notes, create new tasks in relevant projects and assign them to team members with due dates.
  2. Include the permalink of the meeting notes task for context.
  3. In the meeting notes task, @mention team members assigned tasks with the link to the tasks. This provides clarity and visibility to all involved and promotes accountability to the assignee.

Ready to try this template in Wrike?

Please enter your business email
Free 14-day trial, Easy setup, Cancel any time

Actionable Meeting Notes resources

Learn from insightful case studies, ebooks, and whitepapers.